In support of the Improving Financial Awareness & Financial Literacy Movement & Campaign built around National Financial Literacy Month (April) and six months later during National Estate Planning Awareness Week (3rd week in October) the following...

Dan Felix takes a deeper look at the need for a responsive and active trustee. The refinement of the trustees role, the need for responsiveness and wise guidance make it clear that trustee selection is as important as good trust creation.

The creation of an estate plan is a fundamental necessity for families, especially for families of wealth. And while there are many elements that contribute to the ultimate success of the plan, the selection of the appropriate trustee is often given little...

More and more donors of charitable gifts are specifying the exact use to be made of the gift. The donor has a vision about the charity’s use of the donated assets. But what happens if the donor’s specific gift purposes are no longer viable or even needed...

A working group of more than 40 charitable sector organizations under the leadership of the Council on Foundations has developed eight Principles of International Charity as an alternative to Treasury guidelines on preventing the diversion of charitable assets to...

For the last five years or so, Gift-PL (the email listserv operated by the National Committee on Planned Giving) has periodically included a discussion thread asking if anyone knew when the latest edition of Debra Ashton's book, The Complete Guide to Planned Giving,...

Those who know Vaughn Henry know he is no shrinking violet when it comes to expressing his opinion. In this edition of Gift Planner's Digest, planned giving officers and professional advisors alike are fair game as Vaughn discusses "understanding why the curmudgeon...